Onboarding Training
Step 5 - Inviting your team and setting up branding and white label features
Watch the quick video for instructions.
Adding your logo is essential for your customers to see the right branding in their invitation email.
Adding team members makes sure they also have access to start reports in the portal.
Important Resource: Tell your customers what’s coming with our customer explainer form before ordering reports to avoid surprises. DOWNLOAD TEMPLATE
